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Service contracts: a tour

A tour of Service contracts in Arkon One: Recurring maintenance plans and memberships: jobs and invoices are created for you. and the controls you will use most.

The steps, written out

  1. Open Service contracts from the Sales and Customers section of the left menu.
  2. Read the summary tiles at the top: Active contracts, Monthly recurring revenue, Visits due in 30 days, Ending within 60 days.
  3. Switch to the All tab.
  4. Switch to the Active tab.
  5. Switch to the Paused tab.
  6. Switch to the Expired tab.
  7. Use the New contract button at the top of the page.
  8. Use the Plans button at the top of the page.
  9. Use the Settings button at the top of the page.